Complimentary for Members

July 23, 2026


Live Webcast


NYSED 1
NASBA 1

Strategies to Increase Social Security Benefits and the OBBB Tech Session

July 23, 2026
Live Webcast
NYSED 1
NASBA 1

Strategies to Increase Social Security Benefits and the OBBB Tech Session

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    Instructor

    Ash
    Ahluwalia

    View Bio

Learning Objectives

  • Explain the major rules regarding Social Security filing strategies.
  • Illustrate strategies for integrating Social Security into an overall retirement income plan.
  • Summarize the impact of the One Big Beautiful Bill on Social Security and retirement planning.

Major Topics

  • Social Security Rules and Filing Strategies
  • Retirement Income Planning
  • OBBB Impact

CPE Credits Available

NYSED 1
NASBA 1
1
Advisory Services (NYSED) - NYSED
1
Finance (NASBA) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Intended Audience

CPA’s, Attorneys, and Financial Professionals

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